Views on global market volatility

Global equities have experienced some of their sharpest falls since the financial crisis. Nick Peters and Kevin O’Nolan, portfolio managers in the Fidelity Solutions multi asset team, will look at the underlying causes and consider the impact. Is volatility a sign of further weakness to come or does it create a buying opportunity?

Recent political events such as the election of Donald Trump point to a more inflationary economic environment, potentially reversing some of the outperformance of ‘bond proxies’ in favour of more cyclical areas. Could this be the ‘mean reverting’ factor value investors have been waiting for? In a live webcast, Fidelity Special Situations Fund and Special Values PLC manager Alex Wright reveals the unloved sectors poised to benefit from this backdrop.

For the first time in months, global economies have seen a pick in growth following the rise in inflation. Fidelity Multi Asset portfolio managers Kevin O'Nolan and Nick Peters outline what this backdrop means for investors and reveal how they are currently positioned across asset classes.

2016 proved to be an eventful year for global markets, with politics and policy moves taking centre stage. As we enter the new year, should we expect more of the same? In a live and interactive webcast, Fidelity’s Global Equity and Fixed Income CIOs Dominic Rossi and Charles McKenzie will answer your questions and discuss some of the key themes that are set to drive markets in the year ahead.

The Chancellor announced less ambitious fiscal targets in the Autumn Statement last week, allowing more flexibility in the process of fiscal consolidation over the next four years. Global Economist Anna Stupnytska reveals what the statement means for investors

Nick Peters gives his take on the economic and political landscape following Trump's triumph. He outlines the key risks and opportunities for investors from here and how today’s backdrop is shaping positioning across Fidelity's Multi Asset fund range.

Michael Clark reflects on how the recent fall in sterling has impacted the outlook for UK dividends. He also reveals some of the quality stocks he believes can deliver for the Fidelity MoneyBuilder Dividend and Enhanced Income funds in these uncertain times.

Another strong year of returns from fixed income has taken many by surprise. However, against a backdrop of high economic and political uncertainty, bond investor concerns are unlikely to fade anytime soon. In this webcast, Fidelity Flexible Bond Fund manager Ian Spreadbury discusses the team’s flexible approach and identifies which areas of fixed income are best placed to deliver going forward.

No one knows exactly what a Trump presidency will bring, but markets are for now seemingly focusing on the positives and the potential for a future fiscal boost. Fidelity Multi Asset portfolio managers Kevin O’Nolan and Nick Peters give their view on what happens next and how they are currently positioned across asset classes.

Fidelity American Special Situations Fund Manager Angel Agudo assesses how future US policy moves could impact returns across – and within – US equity market sectors. As uncertainty abounds, Angel also reveals how future volatility could unlock value opportunities for discerning stockpickers.

Three years on from taking over the Fidelity Emerging Asia Fund, Dhananjay Phadnis reveals how he's delivered consistent outperformance for investors over his tenure. Dhananjay also outlines some of the key stocks and sectors which he believes are primed to capitalise on the region’s compelling multi-year growth story.

We are living in exceptional times, with much of the global economy seemingly in a state of uncertainty and transition. Against this backdrop, the benefits of diversification really come to the fore. In in a live webcast, Dan Roberts outlines how a global approach and his focus on robust cash-generative dividend payers has kept the Fidelity Global Dividend Fund reassuringly top quartile in challenging markets. Listening to this webcast qualifies for 45 minutes of CPD accreditation.

Inflationary pressures continue to build and discussions around a hard Brexit are creating further Sterling volatility. Fidelity Multi Asset Allocator Fund range manager Kevin O'Nolan outlines how this backdrop has impacted his tactical asset positioning and reveals the opportunities it has created.

The race for the White House is keeping U.S. market-watchers guessing about what will happen in the lead to and after election day. With uncertainty set to linger, finding the right stocks at the right price will be more important than ever. In this live and interactive webcast, Fidelity American Special Situations Fund Manager Angel Agudo outlines his contrarian value approach in finding often overlooked opportunities which he believes offer a significant investment potential.

Fidelity Multi Asset's Kevin O’Nolan and Nick Peters discuss the parts of the investment universe best placed to perform as economic momentum weakens and inflationary pressures continue to build. They also outline the key tactical buying opportunities which have been created by the recent weakness in sterling.

With recent returns from global equities driven largely by multiple expansion, Fidelity Global Special Situations Fund Manager Jeremy Podger believes 2017 could be a better year for earnings growth. Find out the areas he believes are best placed to deliver over the coming months.

China’s old engines of growth are slowly fading. But what shouldn’t be overlooked is how this structural shift towards consumption and services is unleashing a number of new powerful growth drivers. Dale Nicholls outlines how this backdrop is reshaping the investment landscape across Asia’s largest economy.

Many equity investors are herding towards companies associated with lower volatility cash flows, as they believe these to be a safer investment option.

Companies that don’t fit this description are much cheaper – and the gap has opened up to historically unusual levels. In a live CPD-accredited webcast, Alex Wright will explain what this means for you.

With developed markets grappling with heightened economic and political uncertainty, Asia’s strong domestic dynamics offer a haven of growth in these volatile times. Fidelity Asia Fund manager Teera Chanpongsang discusses the key structural drivers which are reshaping the landscape across the region.

Markets have witnessed a month of exceptionally low volatility, with the S&P’s daily moves less than 1% for the whole of August. In their latest asset allocation video, Fidelity Multi Asset’s Nick Peters and Kevin O’Nolan reflect on the calm that may have preceded the storm and how that is reflected in their positioning.

Hear from our portfolio managers and senior investment professionals as they share their insight and analysis on current market developments in our webcast programme. Please email salessupport@fidelity.co.uk to receive Fidelity email alerts including information on webcasts as well as all the latest news from Fidelity directly to your mailbox.